Trusts and Estates Paralegal's Guide to Staying Organized

National Business Institute
Training overview
Professional Course
Webinar
1 hour
From 99 USD

Start dates
Online
99 USD
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Course description

Trusts and Estates Paralegal's Guide to Staying Organized

As a trusts and estates paralegal, you have to juggle an incredible volume of documents, deadlines, and client communications every day. Staying organized is critical. This practical tool kit offers tips for creating and retaining client files, organizing estate planning document databases, and keeping track of tax and legal deadlines and client meetings.

Training content


  1. Managing Client Files
  2. Estate Planning Documents Templates: Creating and Maintaining Internal Forms Database
  3. Calendaring
  4. Data Security and Document Retention and Destruction
  5. Managing Priorities

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About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...


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National Business Institute

1218 McCann Dr
54720 Altoona WI

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